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Managing Clients in the Portal

Managing Client Connections​

Effectively managing your client connections is at the heart of using the Fiskl Accounting Portal. This section covers the essential processes for establishing and maintaining your client relationships within the portal.

Here, you'll learn how to:

Invite new clients to connect their accounts to your portal Accept invitations from clients who want to grant you access to their accounts Disconnect from client accounts when necessary

These features allow you to build and manage your client network efficiently, ensuring you have the right level of access to serve your clients' needs. Let's dive into each of these processes in detail.

Inviting Clients​

You can invite clients to connect their Fiskl accounts to your portal:

  1. In the Accounting Portal, select "Invite"
  2. Enter the client's email address
  3. Click "Send"

The client will receive an email with instructions, and their account will be automatically linked to yours upon creation.

Accepting Client Invitations​

Clients can also invite you to access their accounts:

  1. You'll receive an email invitation from Fiskl
  2. A noticeable banner will appear on your portal home page
  3. Review the invitation and choose to accept or reject
  4. If accepted, the client's account will be connected to your portal

Disconnecting Clients​

To disconnect a client:

  1. Locate the client in your portal dashboard
  2. Hover over the client's entry to reveal a bin icon
  3. Click the bin icon and confirm that you want to disconnect the account
  4. Choose "Disconnect" and confirm the action
note

Clients can also disconnect your access to their account at any time from their Fiskl settings.

Accessing client Accounts​

To access a client's account directly from the Accounting Portal:

  1. Locate the client in your list of connected clients on the portal dashboard
  2. Hover over the client's entry
  3. Click the "Go To" button that appears

This action will automatically sign you into the client's account, granting you admin-level access to their Fiskl environment.

Returning to the Accounting Portal​

While working in a client's account, you can easily return to the Accounting Portal:

  1. Look for the "Back to Accountant" button in the left menu of the client's account
  2. Click this button to immediately return to your Accounting Portal dashboard
tip

The "Back to Accountant" button is always visible in the left menu when you're in a client's account, ensuring you can quickly switch back to your portal at any time.

Remember to exercise caution and professionalism when accessing and working within client accounts, as all actions are audited for security purposes.

Accountant Permissions and Responsibilities​

As an accountant connected to a client's account, you have admin-level access, which includes:

  • Viewing and managing all financial data
  • Creating and editing transactions
  • Generating reports
  • Managing settings and integrations
important

All actions taken within a client's account are audited for security and transparency. Exercise caution and professionalism when accessing client accounts.

Signup Codes and Referral Agreements​

Fiskl offers special options for accountants to manage client billing and earn referral bonuses:

  1. Contact the Fiskl support team at support@fiskl.com
  2. Request information about signup codes or referral agreements
  3. The Fiskl team will provide you with the necessary details and guide you through the process

These options allow you to:

  • Manage billing for your clients
  • Earn referral bonuses for new Fiskl signups

Upcoming Features​

We're continually improving the Accounting Portal. Here are some features on our roadmap:

  • Team & permissions: Manage access levels for your team members
  • Referral section with billing: Easily track and manage your referrals and associated billing
  • Client signup: Streamlined process to sign up new clients directly through the portal

Stay tuned for updates on these exciting new features!

Need Help?​

If you have any questions or need assistance with the Accounting Portal, please don't hesitate to reach out to our support team at support@fiskl.com.